Wealthcare
Eric Yancey has extensive experience in the technology sector. Eric served as the Chief Technology Officer at Wealthcare Capital Management from February 2014 until the present. Before that, they held various roles at the company, including VP of Systems and Application Development from January 2012 to February 2014, VP of Application Development from January 2005 to January 2012, and Lead Software Developer from June 2001 to January 2005. Prior to their time at Wealthcare Capital Management, Eric was a Technical Lead at iXL, Inc. from June 1999 to June 2001 and a Principal Developer at Empirical Software from June 1995 to June 1999.
Eric Yancey received their Bachelor of Science (B.S.) degree in Computer Science from William & Mary, where they studied from 1991 to 1995.
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Wealthcare
Wealthcare Capital Management is a SEC Registered Investment Advisor with a simple vision: Long-term financial success measured through the achievement of life goals that you value. This vision requires breaking all paradigms on financial advice and the advisor-client relationship. Wealth is everything your money can’t buy. Money allows you to enjoy your wealth. We want you to enjoy your wealth with measurable confidence, but without unnecessary investment risk or unnecessary lifestyle sacrifice. We are the future of financial advising. Disclosures: https://goo.gl/gRGSgn Wealthcare Capital Management Services: * Goals-driven investing: goals-connected, risk-managed, cost-effective *Creating Wealthcare plans with or without investment management and systematic monitoring * Implementing highly tax and transaction cost efficient model portfolios * Monitoring status of the Wealthcare plan’s comfort level using simulation analysis * Delivering new advice based on changing investment valuations or client goals * Advisory fee performance reporting and fee billing Wealthcare retirement plan services * Low-cost administration, custody, and compliance * Best-in-class service with Wealthcare plans for participants * Low-expense investment choices and model portfolios * Materially reduce plan sponsor fiduciary, regulatory, and liability risk